Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.625 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49638.4 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43625.03 Kr¶
PnL: ---------------------------------------> -1250.55 Kr¶
DD now: ---------------------------------> -6.555 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 16:32:04.868120'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.790000 | 1526.000000 | 103.000000 | 7.240000 | 1423.000014 |
| Nederman Holding | 1 | -1.900000 | 207.000000 | 8.000000 | 4.020000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.970000 | 916.080000 | 4.080000 | 0.450000 | 912.000000 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| BioGaia B | 8 | 2.730000 | 904.000000 | 0.000000 | 0.000000 | 904.000000 |
| Atrium Ljungberg B | 5 | 1.060000 | 903.500000 | -0.500000 | -0.060000 | 904.000000 |
| INVISIO | 15 | 0.420000 | 3570.000000 | -2.000000 | -0.060000 | 3571.999995 |
| ASSA ABLOY B | 4 | 0.040000 | 989.200000 | -3.800000 | -0.380000 | 993.000000 |
| Profoto Holding | 7 | -1.440000 | 576.800000 | -5.200000 | -0.890000 | 581.999999 |
| JM | 7 | -0.300000 | 937.300000 | -12.700000 | -1.340000 | 950.000002 |
| AcadeMedia | 20 | -0.740000 | 962.800000 | -15.200000 | -1.550000 | 978.000000 |
| Bufab | 3 | 0.110000 | 1060.800000 | -15.200000 | -1.410000 | 1076.000001 |
| OX2 | 12 | -1.460000 | 893.400000 | -15.600000 | -1.720000 | 909.000000 |
| Biotage | 1 | -6.130000 | 133.300000 | -15.700000 | -10.540000 | 149.000000 |
| Gränges | 10 | 0.290000 | 1021.000000 | -18.000000 | -1.730000 | 1039.000000 |
| Vitrolife | 3 | 0.180000 | 658.200000 | -18.800000 | -2.780000 | 677.000001 |
| Hexatronic Group | 15 | 0.600000 | 1050.900000 | -20.100000 | -1.880000 | 1071.000000 |
| Vitec Software Group B | 2 | -2.080000 | 1082.000000 | -22.000000 | -1.990000 | 1104.000000 |
| Creaspac SPAC | 40 | 0.000000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| Latour B | 4 | -1.930000 | 831.600000 | -24.400000 | -2.850000 | 856.000000 |
| Addnode Group B | 7 | -1.100000 | 877.800000 | -27.200000 | -3.010000 | 904.999998 |
| Investor B | 3 | -1.150000 | 630.300000 | -27.700000 | -4.210000 | 657.999999 |
| Sandvik | 4 | 0.150000 | 819.600000 | -28.400000 | -3.350000 | 848.000000 |
| Alimak Group | 12 | 0.620000 | 978.000000 | -29.000000 | -2.880000 | 1007.000004 |
| Hoist Finance | 36 | 0.930000 | 981.000000 | -30.000000 | -2.970000 | 1010.999988 |
| Byggmax Group | 33 | -0.350000 | 932.580000 | -34.420000 | -3.560000 | 966.999990 |
| Sagax B | 4 | -2.300000 | 848.000000 | -37.000000 | -4.180000 | 885.000000 |
| Sagax A | 4 | -3.210000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| SKF B | 5 | -1.160000 | 937.500000 | -42.500000 | -4.340000 | 980.000000 |
| EQT | 4 | -2.590000 | 827.200000 | -45.800000 | -5.250000 | 873.000000 |
| Catena | 2 | 0.370000 | 759.200000 | -46.800000 | -5.810000 | 806.000000 |
| Orrön Energy | 170 | -2.770000 | 1997.500000 | -48.500000 | -2.370000 | 2045.999980 |
| Platzer Fastigheter Holding B | 12 | -0.920000 | 900.000000 | -51.000000 | -5.360000 | 951.000000 |
| HEXPOL B | 8 | -5.440000 | 890.400000 | -66.600000 | -6.960000 | 957.000000 |
| Hexagon B | 26 | -1.310000 | 3339.700000 | -80.300000 | -2.350000 | 3420.000012 |
| VEF | 788 | -1.570000 | 1784.030000 | -118.970000 | -6.250000 | 1903.000300 |
| Sedana Medical | 93 | 0.730000 | 2583.540000 | -400.040000 | -13.410000 | 2983.577733 |
| TOTAL | 43625.030000 | -1250.550000 | -6.55483% | 44875.578016 |
Updated:¶
'2023-06-21 16:32:23.142080'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
